Prism allows users to update asset details on mass by downloading the details of their asset registry to a spreadsheet, the user can then make the required changes and upload them back to Prism to update the asset information.
To make use of this feature:
Step 1: Navigate to the Assets page.
Step 2: Select the assets you want to update in bulk. You can do this by either selecting the tick-box next to each asset entry or by using the select all checkbox
Step 3: By selecting one or more assets, the Actions button appears to the right-hand side, click this Actions button then select Download Spreadsheet. This will invoke a download of your asset registry to a spreadsheet in Excel format (xlsx)
Here you can now review the details and make your required changes.
Important Restrictions When Updating Asset Spreadsheet:
Asset IDs cannot be changed as these are assigned automatically by Prism
A Prism User must first exist in your Prism tenant before you can assign a Technical Owner and/or System Owner to assets in the downloaded spreadsheet.
A Company must first exist in your Prism tenant before you can assign a Company to assets in the downloaded spreadsheet.
When assigning a Priority Rating in the asset spreadsheet, the value must be between 1 and 10. Otherwise the value can remain as ‘--’
Prism will only accept spreadsheets using the columns and column names provided in the downloaded spreadsheet. Attempting to upload modified asset spreadsheets that contain additional columns will cause the import to fail.
Once you have made the required edits and saved the spreadsheet, you are are ready to load the updated asset information into Prism:
Step 1: Navigate to the Assets page.
Step 2: Select the Import Assets button in the upper-right
Step 3: In the Import Assets page, select the file format on the right-hands side. In this example select Spreadsheet
Step 4: Open your File Manager by selecting Choose a Prism asset spreadsheet file and navigate to your updated assets spreadsheet file
Step 5: Prism will load the file into the Import Assets page where you can select the [updated] assets you want to import into Prism. In most cases, you can use the Select All tick-box to choose all assets for importing.